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Dimensional Emerging Core Equity Market ETF

152 hedge funds and large institutions have $265M invested in Dimensional Emerging Core Equity Market ETF in 2021 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 61 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

620% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 10

369% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 13

300% more funds holding in top 10

Funds holding in top 10: 28 (+6)

155% more capital invested

Capital invested by funds: $104M → $265M (+$161M)

69% more funds holding

Funds holding: 90152 (+62)

19.49% more ownership

Funds ownership: 29.39%48.88% (+19%)

Holders
152
Holders Change
+62
Holders Change %
+68.89%
% of All Funds
2.34%
Holding in Top 10
8
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+300%
% of All Funds
0.12%
New
72
Increased
61
Reduced
13
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EW
1
Evoke Wealth
California
$23.3M +$6.91M +251,440 +42%
EVM
2
Eaton Vance Management
Massachusetts
$17.6M +$16.3M +595,286 +1,264%
SFA
3
Sequoia Financial Advisors
Ohio
$14.2M +$14.3M +519,260 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$13.9M +$11.7M +426,595 +529%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$13.1M +$11.4M +416,915 +667%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$10.3M +$8.68M +315,906 +511%
FTUS
7
Flow Traders U.S.
New York
$9.52M +$9.55M +347,779 New
RRC
8
Relaxing Retirement Coach
Massachusetts
$9.03M +$7.77M +283,087 +604%
WWP
9
Waypoint Wealth Partners
California
$7.78M +$7.81M +284,400 New
MFT
10
Moisand Fitzgerald Tamayo
Florida
$7.19M +$6.02M +219,258 +503%
AWA
11
Aquire Wealth Advisors
Utah
$6.26M +$6.29M +228,964 New
BEW
12
Burton Enright Welch
California
$6.05M +$6.08M +221,270 New
Jane Street
13
Jane Street
New York
$4.91M +$2.97M +108,150 +151%
MHB
14
Midwest Heritage Bank
Iowa
$4.61M +$4.63M +168,646 New
Citadel Advisors
15
Citadel Advisors
Florida
$4.6M +$4.61M +167,997 New
ACWM
16
Adams Chetwood Wealth Management
North Carolina
$3.99M +$514K +18,699 +15%
AWM
17
Avior Wealth Management
Nebraska
$3.85M +$678K +24,675 +21%
AAS
18
Ameritas Advisory Services
Nebraska
$3.29M +$3.3M +120,141 New
CPIG
19
Chicago Partners Investment Group
Illinois
$3.25M +$770K +28,029 +31%
MG
20
Mather Group
Illinois
$2.68M +$1.54M +56,131 +134%
RJA
21
Raymond James & Associates
Florida
$2.44M +$698K +25,427 +40%
FPIS
22
Financial Planning & Information Services
Wisconsin
$2.4M +$908K +33,057 +60%
GCA
23
Gradient Capital Advisors
California
$2.36M +$293K +10,657 +14%
W
24
Wealthquest
Ohio
$2.27M +$766K +27,901 +50%
Stifel Financial
25
Stifel Financial
Missouri
$2.25M +$728K +26,493 +48%

DFAE Hedge Fund Activity: Q4 2021 in Review

152 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Core Equity Market ETF (DFAE) for Q4 2021, worth a combined $265M — up 155% from $104M a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new DFAE positions and 10 closed out — a net gain of 62 holders — while 61 added to existing stakes and 13 trimmed.

The largest buyer was Eaton Vance Management, adding an estimated $16.3M. The largest seller was Dimensional Fund Advisors, exiting entirely with an estimated $11.1M sold.

  • 152 institutional investors held Dimensional Emerging Core Equity Market ETF (DFAE) as of Q4 2021, up from 90 in Q3 2021.
  • Funds reported $265M of Dimensional Emerging Core Equity Market ETF stock for Q4 2021, up 155% quarter-over-quarter.
  • 72 funds opened new Dimensional Emerging Core Equity Market ETF positions in Q4 2021 and 10 closed out, a net change of +62 holders.
  • The largest Dimensional Emerging Core Equity Market ETF buyer in Q4 2021 was Eaton Vance Management, an estimated $16.3M added.
  • The largest Dimensional Emerging Core Equity Market ETF seller in Q4 2021 was Dimensional Fund Advisors, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2021.